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Business Rules

Business Rules​

Slide 65

Objectives​

Objectives

At the end of this session, you will be able to:

  • Understand the purposes of Reasons in Enactor
  • Understand the main settings on a Discount reason and a Returns reason
  • Configure reasons for Discounts and Overrides, Returns, No Sales, and Receipt Reprints
  • Configure parent-child reason relationships
  • Configure Function Authorisation Codes

Practical Exercises

  • Exercise 39 - Item Discount Reason
  • Exercise 40 - Price Override Reason

Configuration Topics​

  • Discount and Override Reasons - reasons required when applying discounts or price overrides
  • Return Reasons - reasons required when processing returns
  • Void Reasons - reasons required when voiding transactions or items
  • No Sale Reasons - reasons required when opening the cash drawer without a sale
  • Receipt Reprint Reasons - reasons required when reprinting a receipt
  • Cash Management Reasons - reasons required for cash management operations
  • Function Authorisation Codes - user-configured codes used to control access to reason codes and tender limits

Exercise 39 - Item Discount Reason​

  1. Open Reasons; Create: Region - UK; Reason Type - Item Discount; Reason ID - ID-TRAINx; Create
  2. Enter: Description - TRAINx Item Discount
  3. Discount Tab: Discount Type - Percentage; Discount Percentage - 15%; Rounding Rule - Nearest
  4. Save

Exercise 40 - Price Override Reason​

  1. Open Reasons; Create: Region - UK; Reason Type - Price Override; Reason ID - PO-TRAINx; Create
  2. Enter: Description - TRAINx Price Override; User Defined Privilege - TrainX Function Code
  3. Price Override Tab: Allow Override Up - tick; Allow Override Down - untick
  4. Save

Further Reading​

For additional information and further reading on Business Rules, please see the following guides:

DocumentDescription
How to: Configure Discount ReasonsConfiguring discount and override reason codes
How to: Configure Voids ReasonsConfiguring void reason codes
How to: Configure Credit NotesConfiguring credit note settings